VERIFIED

Investor Agent

Safety: 65/100

0.0(0)

The investor-agent provides comprehensive financial data and analysis via API, including market data, sentiment analysis, and technical indicators.

MCP ServersFreemium

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Overview

The investor-agent provides comprehensive financial data and analysis via API, including market data, sentiment analysis, and technical indicators.

This server is relatively safe for read-only operations. However, the reliance on external APIs and the use of the TA-Lib C library introduce potential risks that should be carefully considered in production environments. Ensure proper input validation and output sanitization to mitigate these risks.

Performance is largely dependent on the speed and reliability of external APIs. Caching mechanisms are in place to reduce latency and minimize API calls.

Cost is primarily associated with API usage and the resources required to run the server. Consider implementing rate limiting and caching strategies to minimize costs.

CloudPython310 starsMITCI/CD

Connections & Capabilities

Connects To

GitHubTwitter

Capabilities

Read

Client Compatibility

Claude Desktop

full

Cursor

untested

Windsurf

untested

VS Code (Copilot)

untested

Quickstart

Install

npx @modelcontextprotocol/inspector uvx investor-agent

Claude Desktop Config

{
  "mcpServers": {
    "investor": {
      "command": "uvx",
      "args": ["investor-agent"]
    }
  }
}

Environment Variables

OPENAI_API_KEYANTHROPIC_API_KEY

Tools (13)

safe

get_market_movers

Retrieves top gainers, losers, and most active stocks for a given market session.

Read-only access to market data.

safe

get_ticker_data

Provides a comprehensive report for a given ticker symbol, including news, recommendations, and upgrades/downgrades.

Read-only access to ticker information.

safe

get_options

Fetches options data for a given ticker symbol, with filtering by date range, strike price, and option type.

Read-only access to options data.

safe

get_price_history

Retrieves historical OHLCV data for a given ticker symbol over a specified period.

Read-only access to historical price data.

safe

get_financial_statements

Fetches financial statements (income, balance sheet, cash flow) for a given ticker symbol.

Read-only access to financial statements.

safe

get_institutional_holders

Provides data on major institutional and mutual fund holders for a given ticker symbol.

Read-only access to institutional holder data.

safe

get_earnings_history

Retrieves historical earnings data for a given ticker symbol.

Read-only access to earnings history.

safe

get_insider_trades

Provides recent insider trading activity for a given ticker symbol.

Read-only access to insider trading data.

safe

get_nasdaq_earnings_calendar

Fetches upcoming earnings announcements from the Nasdaq API.

Read-only access to earnings calendar data.

safe

get_cnn_fear_greed_index

Retrieves the CNN Fear & Greed Index and its indicators.

Read-only access to sentiment data.

safe

get_crypto_fear_greed_index

Retrieves the current Crypto Fear & Greed Index.

Read-only access to sentiment data.

safe

get_google_trends

Retrieves Google Trends relative search interest for market-related keywords.

Read-only access to Google Trends data.

safe

calculate_technical_indicator

Calculates technical indicators (SMA, EMA, RSI, MACD, BBANDS) for a given ticker symbol.

Read-only access to calculated indicator data.

Security

Auth Method

None

Data Locality

cloud

Known Risks

!Reliance on external APIs introduces dependency risks and potential vulnerabilities.
!TA-Lib C library dependency may introduce security concerns if not properly managed.
!Market data accuracy depends on the reliability of the underlying data sources.
!Improper handling of ticker symbols or other inputs could lead to unexpected behavior or errors.

Safety Score

moderate risk

Positive

+Read-only access to market data and financial information.
+Caching mechanisms to prevent excessive API calls.
+Retry logic for handling transient API failures.
+No direct access to user credentials or sensitive data.

Risks

-Relies on external APIs (yfinance, Nasdaq, etc.) which could introduce vulnerabilities.
-Potential for information leakage if responses are not properly sanitized.
-Technical indicator calculations could be exploited if parameters are manipulated.
-Dependency on TA-Lib C library introduces potential for buffer overflows or other memory safety issues.

Use Cases

Financial Analysis

-Analyzing stock market trends and identifying potential investment opportunities.
-Evaluating the financial health of companies using financial statements and key metrics.
-Monitoring market sentiment and its impact on investment decisions.

Algorithmic Trading

-Generating trading signals based on technical indicators and historical price data.
-Backtesting trading strategies using historical market data.
-Automating trading decisions based on real-time market data and sentiment analysis.

Investment Research

-Conducting due diligence on potential investments.
-Monitoring insider trading activity and institutional ownership.
-Tracking upcoming earnings announcements and their potential impact on stock prices.

Portfolio Management

-Assessing the risk and return of investment portfolios.
-Rebalancing portfolios based on market conditions and investment goals.
-Monitoring portfolio performance and identifying areas for improvement.

Who Is This For?

Best For

Financial analysts
Algorithmic traders
Investment researchers
Portfolio managers
Developers building financial applications

Not Ideal For

Real-time trading systems requiring ultra-low latency.
Applications requiring write access to financial data.
Users with limited technical expertise.

Autonomy & Execution

Default ModeRead-only

Sandboxed

The server operates in a read-only mode, limiting the potential for unintended modifications or destructive actions.

StatelessYes

Retry LogicBuilt-in

ConcurrencySingle-threaded

Production Tip

Monitor API usage and caching effectiveness to optimize performance and minimize costs.

FAQ

What data sources does this server use?

The server primarily uses yfinance for market data, Nasdaq API for earnings calendar, and other APIs for sentiment analysis.

Is the data provided by this server real-time?

The data is near real-time, but there may be some delay depending on the data source and caching mechanisms.

How can I improve the performance of this server?

Optimize caching settings, monitor API usage, and consider using a faster network connection.

What technical indicators are supported?

The server supports SMA, EMA, RSI, MACD, and BBANDS. Requires TA-Lib library.

How do I install the TA-Lib C library?

Follow the official installation instructions on the TA-Lib website (ta-lib.org/install/).

Can I use this server for commercial purposes?

Yes, the server is licensed under the MIT License, which allows for commercial use.

What is the default model used by the chat.py script?

The default model is openai:gpt-5-mini, but you can customize it by setting the MODEL_IDENTIFIER environment variable.

Metrics

Discovered2/14/2026

Reviews0

Saved By0 users

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